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  • Error processing temporary contacts.

    We're facing a somewhat new error when processing a Temporary Contact. Please see the error in the image "Screen Shot 2019-01-18 at 11.45.37 PM.png". Could you help us investigate the problem? The org ID is 00D1a000000HQnx and I already granted you account login access.

    Thanks so much!
    JCastillo
    Attached Files

  • #2
    Good day @jcastillo

    Sorry, but the image you have provided is PNG and this forum does not show it in full scale. I only see a thumbnail. Would you please post this as a JPG so we can review? Also, please share the order numbers as well the ContactID you would like to merge with so that we can review it.
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      Hi!
      Apologies! I thought I added a link for you to go directly to our Temporary Contacts page. I've extended your Account Login Access so please help yourself and check the page at https://sforce.co/2FP34f5. The contact names are Justine Reeves and Marfo Phyllis.

      TC-7582 - 32291-1901161032193217137
      TC-7581 - 32291-1901161032193217137
      TC-7579 - 32291-1901160906317223310
      TC-7578 - 32291-1901160906317223310

      Thank you!

      Comment


      • #4
        Good day @jcastillo

        We reviewed and found that the following custom rule you have set is causing issues while processing temp contact:

        Click image for larger version

Name:	Custom rule.jpg
Views:	42
Size:	110.6 KB
ID:	44450

        Please review/deactivate the above rule and try to process the temp contacts.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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        Comment


        • #5
          Hi,

          Circling back o this post, is there a workaround to avoid duplicate contacts without facing the above-mentioned error?
          If we can turn on the "Custom Rule for Contacts with Duplicates" without having issues with processing temporary contacts that would be really helpful.

          Thanks in advance!

          Best,
          JC

          Comment


          • #6
            Good day @jcastillo

            The custom validations will cause issues when processing temp contacts. Basically our Contact & Account settings are designed to avoid duplicates. In our system, it is impossible to create duplicate contacts if the system is set to "Semi-automatic" contact creation. If the system didn't match the criteria you have defined under settings then the contact will NOT process and stay in temporary contact to review and process by Admin.

            Please review the following KB article: https://support.clickandpledge.com/s...tacts--account

            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
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            Comment


            • #7
              Hi,

              I'm trying to find a way to exclude C&P in the matching criteria above so I can turn this on.
              Do you have suggestions?

              Thanks!

              Comment


              • #8
                Please note that the contact is in Temp Contacts and you may choose to merge with existing record with no issues but in case of a new contact, Salesforce is matching the existing records and we have no way to bypass the validation rule of Salesforce Duplicate Matching Rule hence you need to uncheck the matching rule in your custom validation rule in Salesforce.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment

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